If you need to access and review your previous month’s BoBA, all you have to do is to search for it from the email associated with your SetSchedule account. The email subject is ‘Book of Business Audit - <Month,Year> - <Your Name>’, e.g.
Book of Business Audit - March 2023 - (First Name Last Name)
Another option is to send an email request to [email protected] or chat with us online.